Joined Equilibrium in 2011
After researching several other independent financial advisory firms, Equilibrium stood out as a forward-thinking business which focused on client needs and building long term relationships. The staff are well rewarded with bonuses, enhanced holidays and additional treats throughout the year, which is also great.
I’ve worked in various roles within financial services, and when I faced redundancy, Equilibrium offered me a trainee position which helped me develop my knowledge and skills. I’m now an APFS Chartered financial planner, and I try to provide my clients with an informative, professional and friendly service.
In my spare time I enjoy keeping fit, running, horse riding and martial arts. I love travelling in the UK and abroad as often as possible.
What clients say about Catherine:
Together with Andy and Catherine we have managed to address our short-term needs, realise our medium term goals and plan for the future with a level of financial confidence we did not have before. - Mr and Mrs Mitchell